Computer-based system for use in providing advisory services

Abstract

A computer-based system to facilitate providing advisory services to clients, comprising a networked server computer having a data accumulation engine that accepts user information, client information of clients of the users, and a plurality of user-defined tags. The data accumulation engine is operable to accumulate data regarding actions of the user and information associated with the user's clients in accordance with the clients' respective associated tags. The server also has a filtering engine that filters the data responsive to user requests; and a service engine for use in providing services targeted to clients based on the filtered data.

Description

CROSS-REFERENCE TO RELATED APPLICATION[0001]This application claims priority to U.S. Provisional Application No. 61 / 753,272, entitled “Computer-Based System for Use in Providing Advisory Services” filed Jan. 16, 2013, the contents of which are hereby incorporated by reference as if set forth in their entirety.FIELD OF THE INVENTION[0002]The present invention is directed generally to providing and managing customized aggregated information and, more particularly, to systems and methods of providing vertical social networks for client oriented service providers.BACKGROUND OF THE INVENTION[0003]Historically, a company or an individual desiring to engage in information management, such as the management of client lists, appointments, client specific information and industry trends, for example, have had very few, if any, options available. The best option available was to create a complex filing system based on and keyed to a particular point of data, such as a client, and / or a tax iden...

AI Technical Summary

Benefits of technology

[0009]Thus, the present invention provides an information flow management that may be accessed from any communication device, that provides a central access point and data management point, and that improves information flow between users and clients, including third party users and potential client and / or contacts. The present invention further provides a collaborative network which may facilitate the categorization and / or standardization / normalization of data between users.

Problems solved by technology

However, whether such a system is kept electronically or otherwise, data thusly stored or accessible is often not uniformly maintained, is generally incomplete, and is often not linked by common features.

Consequently, the information between these two clients may never be aggregated, and thus may not be readily substantially simultaneously reviewable.

For example, poor information management in this sector may make client information, such as links between clients or different asset classes or accounts, not readily accessible.

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